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Administrative / Executive Assistant · O*NET 43-6014.00

Your AI Action Plan

Administrative / Executive Assistant · AI action plan

You are looking at the highest-leverage AI opportunities for administrative work: inbox triage, travel coordination, document drafting, meeting prep, and proofreading executive materials.

Your AI Landscape: Administrative / Executive Assistant

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5

high-repeat admin workflows ready for AI-assisted review

10

ranked tasks in this role plan

4

solution levels per unlocked task

Trend: Executive assistant work is shifting from pure coordination to orchestration — AI handles scheduling drafts, meeting prep, and document formatting while the assistant still protects the executive's time, tone, and reputation.

Cross-Cutting Tasks

Apply to every professional

What colleagues are doing

Draft any email in 30 seconds with a single prompt

The most widely adopted AI habit in professional work. Start with one reusable email prompt.

Common first-step workflow for knowledge workers using AI.

Last verified 2026-04-20

Prompt
Write a [TYPE - cold outreach / follow-up / proposal / status update] email.
From: [YOUR ROLE] at [COMPANY]
To: [RECIPIENT ROLE] at [THEIR COMPANY]
Context: [1-2 sentences of background]
Goal: [what you want them to do]
Tone: [professional / friendly / direct]
Length: [short = 3 sentences / medium = 1 short paragraph / full = structured email]
20 min to 3 minFree1 min setup
Claude.ai or ChatGPTView solution
Your next step

Build a personal prompt library for your 5 most common email types

Save your top prompts in Notion or a doc. One click, personalized output every time.

Last verified 2026-04-20

Prompt
Write a weekly marketing performance report.
Period: [DATE RANGE]
Metrics to include: [list your KPIs]
Highlights: [what went well]
Issues: [what underperformed and brief reason]
Next week priorities: [3 bullet points]
Audience: [manager / team / client]
Tone: factual, no fluff. Use bullet points for metrics, short paragraphs for narrative.
2 hrs to 25 minFree30 min setup
Claude.ai + NotionView solution
Power combo

Turn messy notes into client-ready updates

Capture rough bullets, let AI structure them, then save the final version back into your team workspace.

Last verified 2026-04-20

Prompt
Turn these rough notes into a clear [EMAIL / STATUS UPDATE / REPORT].
Audience: [WHO WILL READ IT]
Purpose: [DECISION, UPDATE, REQUEST, OR ESCALATION]
Raw notes:
[PASTE NOTES]

Return:
1. Suggested subject line
2. Short summary
3. Main message in my tone: [DIRECT / WARM / EXECUTIVE]
4. Action items with owners and dates
5. Risks or open questions
1 hrs to 12 minFree45 min setup
Claude.ai -> Notion -> GmailView solution
Get ahead of the curve

Train Claude on your writing style once

Feed Claude 3-5 examples of your best emails. It learns your voice and tone so drafts need less editing.

Last verified 2026-04-20

Prompt
I'll share 3 examples of emails I've written. After reading them, identify:
1. My typical sentence length and structure
2. Words or phrases I use often
3. My tone (formal / casual / direct / warm)
4. Things I never say

[PASTE EMAIL 1]
[PASTE EMAIL 2]
[PASTE EMAIL 3]

Now write a [TYPE] email using my style. Here's the context: [CONTEXT]
20 min to 5 minFree / $20 per month for Projects45 min setup
Claude.aiView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Draft any email in 30 seconds with a single prompt

The most widely adopted AI habit in professional work. Start with one reusable email prompt.

What colleagues are doing

Draft the scheduling email and agenda together

Use AI to write a concise scheduling message that includes purpose, time options, prep request, and agenda.

Scheduling messages are a common repetitive communication task across support, sales, HR, and admin roles.

Last verified 2026-04-20

Prompt
Write a scheduling email for [MEETING PURPOSE].
Participants: [WHO]
Time options: [OPTIONS]
Duration: [LENGTH]
Prep needed: [PREP]
Tone: [FRIENDLY / DIRECT / FORMAL]
Include a 3-bullet agenda and a clear reply request.
20 min to 4 minFree3 min setup
Claude.ai or ChatGPTView solution
Your next step

Use Calendly to remove back-and-forth

Pair a booking link with an AI-written context note so the meeting gets scheduled and framed in one message.

Last verified 2026-04-20

Prompt
Write a short message that shares my booking link and explains the purpose of the meeting.
Booking link: [LINK]
Purpose: [PURPOSE]
Who should attend: [ROLES]
What to prepare: [PREP]
Keep it under 120 words.
30 min to 6 minFree / paid scheduling20 min setup
Calendly + Claude.aiView solution
Power combo

Booking link, intake questions, and prep brief

Collect context before the meeting and use AI to turn responses into a prep note for everyone involved.

Last verified 2026-04-20

Prompt
Create intake questions for a [MEETING TYPE] booking page. Then write a prep brief template that summarizes the answers into: context, goal, risks, decisions needed, and agenda.
1 hrs to 12 minFree / paid scheduling1 hrs setup
Calendly -> Claude -> Google DocsView solution
Get ahead of the curve

Meeting routing playbook

Create rules that determine which meetings should happen, who attends, what prep is required, and what can be handled async.

Last verified 2026-04-20

Prompt
Build a meeting routing playbook for [TEAM / ROLE]. Include: meeting types, when to book vs handle async, required attendees, intake questions, agenda templates, prep checklist, and follow-up owner.
3 hrs to 40 minFree / paid scheduling2 hrs setup
Claude.ai + scheduling toolView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Draft the scheduling email and agenda together

Use AI to write a concise scheduling message that includes purpose, time options, prep request, and agenda.

What colleagues are doing

Summarize notes into decisions and action items

Paste rough notes or a transcript and ask AI for a concise summary, decisions, owners, and deadlines.

Meeting summarization is one of the most common low-friction AI workflows in office work.

Last verified 2026-04-20

Prompt
Summarize this meeting.
Notes or transcript: [PASTE]
Return: 1. short summary, 2. decisions made, 3. action items with owner and due date, 4. risks, 5. follow-up message draft.
45 min to 8 minFree3 min setup
Claude.ai or ChatGPTView solution
Your next step

Use Otter.ai for transcript-first summaries

Record or import the meeting, then use AI to produce a transcript-based summary you can verify against the source.

Last verified 2026-04-20

Prompt
Review this meeting transcript and create a follow-up note. Separate exact decisions from discussion points. Flag anything unclear. Transcript: [PASTE TRANSCRIPT].
1 hrs to 12 minFree / paid transcription20 min setup
Otter.ai + Claude.aiView solution
Power combo

Transcript to tasks to follow-up email

Combine transcription, AI summarization, and your project tool so meeting outcomes become assigned work.

Last verified 2026-04-20

Prompt
Convert this meeting transcript into project tasks. For each task include owner, due date, dependency, priority, and a follow-up email paragraph. Transcript: [PASTE].
1.5 hrs to 18 minFreemium stack1 hrs setup
Otter.ai -> Claude -> AsanaView solution
Get ahead of the curve

Meeting memory system

Build a repeatable workflow that stores decisions, recurring risks, and open loops across meetings.

Last verified 2026-04-20

Prompt
Create a meeting memory template for [TEAM / CLIENT]. For each meeting, capture decisions, action items, repeated themes, unresolved questions, stakeholder commitments, and items to revisit next time.
3 hrs to 35 minFreemium stack2 hrs setup
Otter.ai -> Claude -> NotionView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Summarize notes into decisions and action items

Paste rough notes or a transcript and ask AI for a concise summary, decisions, owners, and deadlines.

What colleagues are doing

Clean pasted records before entering them

Use AI to turn messy copied notes into a clean table with consistent names, dates, categories, and missing-field flags.

Last verified 2026-04-20

Prompt
Clean this data before I enter it into [SYSTEM]. Return a table with columns: [COLUMNS]. Standardize dates, names, categories, and phone/email formatting. Add a final column called Review needed for anything uncertain. Do not invent missing values.

Raw data:
[PASTE]
45 min to 12 minFree5 min setup
ChatGPT or Claude.aiView solution
Your next step

Use Zapier AI Data Entry for repeat form-to-database work

Route recurring submissions into a database automatically, then review exceptions instead of copying every field by hand.

Last verified 2026-04-20

Prompt
Map this incoming form to my database fields. Required destination fields: [FIELDS]. Validation rules: [RULES]. Return a field mapping, transformations needed, and exception cases that should stop for human review.
1.5 hrs to 15 minFree / paid by usage45 min setup
Zapier AI Data EntryView solution
Power combo

Extract, validate, and update records with an exception log

Combine AI extraction with a review checklist so only clean records move forward and uncertain ones are easy to audit.

Last verified 2026-04-20

Prompt
Extract records from this input and prepare them for [SYSTEM]. Return: 1. clean records table, 2. duplicate warnings, 3. missing required fields, 4. values that need human review, 5. a short change log.

Input:
[PASTE]
2 hrs to 25 minFreemium stack1.3 hrs setup
Claude.ai -> Google Sheets -> ZapierView solution
Get ahead of the curve

Create a data-entry QA playbook

Turn recurring record updates into a repeatable workflow with field rules, review triggers, and exception handling.

Last verified 2026-04-20

Prompt
Create a data-entry QA playbook for [PROCESS]. Include: required fields, allowed formats, duplicate checks, sensitive-data warnings, examples of good records, examples of records to reject, and a final human review checklist.
3 hrs to 45 minFree2 hrs setup
Claude.ai + team workspaceView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Clean pasted records before entering them

Use AI to turn messy copied notes into a clean table with consistent names, dates, categories, and missing-field flags.

What colleagues are doing

Ask for a sourced research brief

Use AI to create a first-pass overview with citations, then verify the sources before acting on the findings.

Sourced research briefs are a common first step for professionals replacing manual web scanning.

Last verified 2026-04-20

Prompt
Create a research brief on [TOPIC] for [AUDIENCE]. Include: current landscape, 5 key facts, 3 risks, 3 open questions, and source links for every claim that affects a decision.
3 hrs to 45 minFree / paid research tools5 min setup
ChatGPT deep researchView solution
Your next step

Separate evidence from interpretation

Ask AI to label what is directly supported by sources and what is an inference, so your recommendation stays defensible.

Last verified 2026-04-20

Prompt
Review this research draft. Split it into: source-backed facts, reasonable inferences, unsupported claims, and questions to verify. Then rewrite the summary so unsupported claims are removed or clearly caveated.
Draft: [PASTE DRAFT]
1.5 hrs to 20 minFree10 min setup
Claude.aiView solution
Power combo

Research, compare, and turn findings into a recommendation

Chain source gathering, comparison, and memo writing so research becomes a usable recommendation instead of a pile of links.

Last verified 2026-04-20

Prompt
Research [OPTIONS / VENDORS / TOPIC], compare them against [CRITERIA], and produce a recommendation memo. Include a table, tradeoffs, risks, source links, and the decision I should make if the priority is [COST / SPEED / QUALITY / RISK].
5 hrs to 1.3 hrsFree / paid research tools1 hrs setup
Deep research -> Claude -> NotionView solution
Get ahead of the curve

Build a repeatable research intake template

Standardize scope, sources, criteria, and decision format so every new research request starts cleanly.

Last verified 2026-04-20

Prompt
Create a research intake template for [ROLE / TEAM]. It should capture: decision to support, scope, time period, must-use sources, sources to avoid, comparison criteria, output format, approval owner, and caveats required before sharing.
6 hrs to 1.5 hrsFree2 hrs setup
Claude.ai + team workspaceView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Ask for a sourced research brief

Use AI to create a first-pass overview with citations, then verify the sources before acting on the findings.

Administrative / Executive Assistant Tasks

Specific opportunities for this role

What colleagues are doing

Sort the inbox by urgency and intent

Paste the morning's unread subjects and senders into AI to get a one-line priority for each before the executive walks in.

Inbox triage is a common admin AI starting point because every draft is reviewed before sending.

Last verified 2026-04-20

Prompt
Triage this inbox batch for [EXECUTIVE'S ROLE].
Subjects and senders: [PASTE]
Return per item: priority (urgent today / this week / can wait / delete), why, intent (decision needed / information / FYI / meeting request), and a one-line reply if the executive just needs to approve or decline.
1 hrs to 12 minFree5 min setup
Claude.aiView solution
Your next step

Build a reply library in the executive's voice

Give AI examples of approved replies and ask for reusable templates that stay in the executive's tone.

Last verified 2026-04-20

Prompt
Here are 15 replies the executive has approved or sent.
Data: [PASTE EXAMPLES]
Return: tone summary, 6 reusable reply templates (thanks, defer, decline, delegate, request-more-info, approve), placeholders, and phrases to avoid.
2 hrs to 25 minFree25 min setup
Claude.aiView solution
Power combo

Inbox export → AI triage → delegate queue

Pull an inbox export, let AI classify and draft delegation replies, then bulk-review and send.

Last verified 2026-04-20

Prompt
Turn this inbox export into a delegation queue.
Data: [PASTE]
Return: classification, who on the team should own the item, a draft delegation reply with the owner CC'd, and anything that must stay with the executive personally.
3 hrs to 45 minWork suite + free AI1 hrs setup
Outlook / Gmail → Claude → delegation queueView solution
Get ahead of the curve

Executive communication playbook

Build a living playbook covering tone, priority rules, delegation patterns, and confidentiality boundaries so any backup EA can run the inbox without losing voice.

Last verified 2026-04-20

Prompt
Create an executive communication playbook for [EXECUTIVE NAME AND ROLE]. Include: priority rules, tone guide, typical senders and intents, delegation map, confidentiality rules, message types the executive must see personally, and handover instructions for a backup EA.
6 hrs to 1.5 hrsFree3 hrs setup
Claude + Outlook / Gmail + NotionView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Sort the inbox by urgency and intent

Paste the morning's unread subjects and senders into AI to get a one-line priority for each before the executive walks in.

What colleagues are doing

Draft an itinerary from raw trip details

Paste the flights, hotels, and meetings you already booked and ask AI to produce a clean day-by-day itinerary with buffer times and contacts.

Itinerary drafting is a good AI starter because all logistics are already booked before AI is asked to assemble them.

Last verified 2026-04-20

Prompt
Turn these trip details into a day-by-day itinerary for [EXECUTIVE].
Flights, hotels, meetings, notes: [PASTE]
Return: day-by-day schedule with times, locations, travel buffers, who to contact at each stop, documents needed, and a packing or preparation reminder.
1.5 hrs to 20 minFree5 min setup
Claude.aiView solution
Your next step

Travel-ready briefing pack from itinerary

Ask AI to extend the itinerary into a briefing pack that covers each meeting, host, context, and goal.

Last verified 2026-04-20

Prompt
Expand this itinerary into a travel briefing pack.
Itinerary: [PASTE]
Return: one page per meeting with host bio, company context, goal of the meeting, talking points, questions the executive might ask, and documents to bring.
3 hrs to 40 minFree15 min setup
Claude.aiView solution
Power combo

Booking confirmations → itinerary + contingency plan

Dump all booking confirmations into AI and ask for an itinerary plus contingency actions for delays, cancellations, or visa issues.

Last verified 2026-04-20

Prompt
Here are all booking confirmations for an upcoming trip.
Data: [PASTE CONFIRMATIONS]
Return: itinerary, risks (tight connections, weather windows, visa requirements, time zones), contingency plan per risk, and emergency contact sheet.
4 hrs to 55 minFree45 min setup
Gmail / Outlook → Claude → NotionView solution
Get ahead of the curve

Reusable travel-planning system

Build a reusable system that standardizes intake, booking, briefing, and debrief so every trip is planned the same way and nothing is forgotten.

Last verified 2026-04-20

Prompt
Create a reusable executive travel-planning system. Include: intake form, vendor preferences, booking checklist, document requirements, itinerary format, briefing pack template, on-trip escalation rules, and post-trip debrief template.
7 hrs to 1.8 hrsFree3 hrs setup
Claude + Notion + calendarView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Draft an itinerary from raw trip details

Paste the flights, hotels, and meetings you already booked and ask AI to produce a clean day-by-day itinerary with buffer times and contacts.

What colleagues are doing

Turn bullet notes into a polished memo

Paste your rough bullet points and ask AI for a clean memo version you can still edit before the executive sees it.

Turning bullets into polished drafts is one of the most common AI starting points for admin work.

Last verified 2026-04-20

Prompt
Turn these bullet notes into a clean internal memo.
Notes: [PASTE]
Audience: [INTERNAL TEAM / LEADERSHIP / CLIENT]
Return: title, short summary, body with clear sections, action items, and a version I can paste into [WORD / GOOGLE DOCS] without reformatting.
1.5 hrs to 18 minFree5 min setup
Claude.aiView solution
Your next step

Reusable internal document templates

Ask AI to turn your most-used document types into reusable templates that match your organization's format.

Last verified 2026-04-20

Prompt
Create reusable templates for [ORG]'s internal memo, all-hands update, board briefing, and policy change document. For each template include: intended audience, tone, required sections, placeholder fields, and a short authoring checklist.
2.5 hrs to 35 minFree30 min setup
Claude.aiView solution
Power combo

Source docs → structured report

Combine meeting notes, emails, and source docs into a single structured internal report with AI-drafted sections and a human review checklist.

Last verified 2026-04-20

Prompt
Combine these source documents into a structured internal report for [AUDIENCE].
Sources: [PASTE MEETING NOTES + EMAILS + BACKGROUND]
Return: title, executive summary, background, findings, open questions, recommendations, and a checklist of facts the reviewer must verify.
4 hrs to 55 minFree30 min setup
Claude + Word / Google DocsView solution
Get ahead of the curve

Document style and quality-control system

Build a shared style system that encodes tone, formatting, and approval rules so every document leaving the office looks and reads the same.

Last verified 2026-04-20

Prompt
Create a document style and quality-control system for [ORG]. Include: tone rules, formatting standards, template library, naming conventions, approval path, confidentiality handling, and a pre-send checklist.
6 hrs to 1.5 hrsFree2.5 hrs setup
Claude + Word / Google Docs + NotionView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Turn bullet notes into a polished memo

Paste your rough bullet points and ask AI for a clean memo version you can still edit before the executive sees it.

What colleagues are doing

One-page brief from meeting invite and attachments

Paste the invite and attached docs and ask AI for a one-page brief the executive can read in the elevator.

Meeting pre-reads are one of the most time-saving AI workflows for assistants because every brief gets reviewed.

Last verified 2026-04-20

Prompt
Create a one-page brief for [EXECUTIVE] for this meeting.
Invite: [PASTE]
Attachments: [PASTE]
Return: meeting purpose, attendees and their roles, background, key decisions needed, questions the executive may want to ask, and three things to avoid.
1.3 hrs to 15 minFree5 min setup
Claude.aiView solution
Your next step

Recurring-meeting briefing template

Ask AI to turn your regular meetings into reusable brief templates so every week the executive receives the same format.

Last verified 2026-04-20

Prompt
Create reusable briefing templates for [LIST OF RECURRING MEETINGS]. Each template should include: attendees and roles, standing topics, decisions due, data to pull, action items from last meeting, and a carryover tracker.
2 hrs to 25 minFree30 min setup
Claude.aiView solution
Power combo

Calendar + docs → weekly brief pack

Combine the executive's upcoming calendar with meeting materials and produce a single weekly brief pack.

Last verified 2026-04-20

Prompt
Here is [EXECUTIVE]'s calendar for the week and related documents.
Data: [PASTE]
Return: one-page brief per external meeting, 3-bullet brief per internal meeting, travel or logistics flags, conflicts to resolve, and any missing information that needs to be requested before the week starts.
5 hrs to 1.2 hrsFree1.3 hrs setup
Calendar → Claude → NotionView solution
Get ahead of the curve

Meeting-prep operating system

Build a recurring prep system that covers intake, research, brief generation, pre-read distribution, and post-meeting follow-up.

Last verified 2026-04-20

Prompt
Create a meeting-prep operating system for [EXECUTIVE]. Include: intake template, research checklist, briefing format, pre-read distribution rules, follow-up template, action-tracker format, and a weekly preparation calendar.
7 hrs to 1.7 hrsFree3 hrs setup
Claude + calendar + NotionView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

One-page brief from meeting invite and attachments

Paste the invite and attached docs and ask AI for a one-page brief the executive can read in the elevator.

What colleagues are doing

Run a plain-language proofread

Paste the draft and ask AI for a clean proofread that lists spelling, grammar, tone, and clarity issues without rewriting the document.

Plain-language proofreading is a common AI workflow because the assistant still decides which suggestions to accept.

Last verified 2026-04-20

Prompt
Proofread this document for [AUDIENCE].
Draft: [PASTE]
Return: spelling and grammar issues, tone mismatches, unclear sentences, fact claims to verify, and suggested fixes. Do not rewrite the document.
45 min to 10 minFree5 min setup
Claude.aiView solution
Your next step

Tone-match review before sending

Use AI to compare the draft to past approved messages and call out anywhere the tone or style slips.

Last verified 2026-04-20

Prompt
Compare this draft to these past approved messages.
Draft: [PASTE]
Examples: [PASTE 3-5]
Return: tone mismatches, stylistic slips, phrases that do not sound like this executive, and suggested replacements. Mark anything I should flag before sending.
1 hrs to 15 minFree15 min setup
Claude.aiView solution
Power combo

Doc editor + AI proofread + review checklist

Pair a doc-editor proofread, an AI plain-language review, and a printable checklist so every executive-bound document clears the same bar.

Last verified 2026-04-20

Prompt
Run a final pre-send review on this document.
Draft: [PASTE]
Return: spelling, grammar, tone, formatting, fact-check items, confidentiality warnings, attachment checklist, and a 6-item pre-send checklist I can initial before sending.
2 hrs to 30 minFree30 min setup
Word / Google Docs + ClaudeView solution
Get ahead of the curve

Executive-document review system

Create a shared review system that stores style rules, approved phrases, banned phrases, and sign-off roles so anything going out under the executive's name passes the same review.

Last verified 2026-04-20

Prompt
Build an executive-document review system for [EXECUTIVE]. Include: style rules, approved phrases, banned phrases, fact-check checklist, sign-off roles by document type, and a quarterly audit to update the rules.
5 hrs to 1.3 hrsFree2.5 hrs setup
Claude + Word / Google Docs + NotionView solution

Subscribe to unlock solutions for your profession

Get options for every automatable task in your role, plus regular updates when relevant tools and workflows change.

What colleagues are doing

Run a plain-language proofread

Paste the draft and ask AI for a clean proofread that lists spelling, grammar, tone, and clarity issues without rewriting the document.

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